Tag : Registered Investment Advisor (RIA)

Sowell Management Launches Advisor Partnership Program Providing Equity in the Firm and Growth Capital to Affiliated Advisors
Finance Investments News

Sowell Management Launches Advisor Partnership Program Providing Equity in the Firm and Growth Capital to Affiliated Advisors

PR Newswire
by PR Newswire0
Sowell partners with Merchant to fund the program, accelerate the firm’s M&A strategy and build on strong momentum Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advisor Partnership Program (APP) to provide its new and existing advisors......
Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients
Finance News

Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients

PR Newswire
by PR Newswire0
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced it has entered into a strategic partnership with Capital Connect to provide advisors with merger and acquisition consulting, valuation,......
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